Stephen W. Kidder’s Carrier Global CARR Stock Holding History

Stephen W. Kidder’s Portfolio CARR Stock Details CARR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$677K	Sell	12,030 -16,065	-57%	-$951K	0.2%	51
2025 Q4	$1.48M	Sell	28,095 -63,047	-69%	-$3.51M	0.42%	38
2025 Q3	$5.44M	Sell	91,142 -655	-0.7%	-$44.5K	1.56%	22
2025 Q2	$6.72M	Buy	91,797 +258	+0.3%	+$17.5K	2.02%	21
2025 Q1	$5.8M	Buy	91,539 +7,349	+9%	+$488K	1.81%	24
2024 Q4	$5.75M	Buy	84,190 +12,645	+18%	+$954K	1.73%	23
2024 Q3	$5.76M	Buy	71,545 +21,760	+44%	+$1.52M	1.7%	25
2024 Q2	$3.14M	Buy	49,785 +24,210	+95%	+$1.49M	0.98%	27
2024 Q1	$1.49M	Buy	25,575 +21,325	+502%	+$1.2M	0.47%	34
2023 Q4	$244K	Hold	4,250	–	–	0.08%	70
2023 Q3	$235K	Hold	4,250	–	–	0.08%	70
2023 Q2	$211K	Buy	+4,250	New	+$187K	0.07%	73

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Stephen W. Kidder's CARR Position: Q1 2026 in Review

Stephen W. Kidder reduced its Carrier Global (CARR) stake by 57% in Q1 2026, selling an estimated $951K and leaving 12,030 shares worth $677K. The position accounts for 0.2% of the portfolio, ranked #51.

Stephen W. Kidder first reported a position in CARR in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.72M in Q2 2025. 1,487 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

Stephen W. Kidder held 12,030 shares of Carrier Global worth $677K as of Q1 2026.
Stephen W. Kidder sold 16,065 Carrier Global shares in Q1 2026, an estimated $951K.
Carrier Global made up 0.2% of Stephen W. Kidder's portfolio in Q1 2026, its #51 holding.
Stephen W. Kidder first reported a position in Carrier Global in Q2 2023 and has held it in 12 quarters since.
Stephen W. Kidder's Carrier Global position peaked at $6.72M in Q2 2025.
1,487 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Stephen W. Kidder's 13F filing for Q1 2026, filed 11 May 2026.